Sales Training – Nonqualified Deferred Compensation
We offer a variety of tools and resources to help you learn about the nonqualified market and become more confident when working with clients and prospects.
Market yourself and educate new and prospective plan sponsors with the following short, 5-7 minute videos. These videos are also approved for use with consumers.
Employer testimonial about benefits of deferred comp
Hear how one employer uses a deferred comp plan to enhance its benefits plan for recruiting and retaining a strong leadership team.
Employers share why these plans make sense
Hear employers discuss why their organizations sponsor a nonqualified deferred compensation plan.
Use the following materials to learn more about selling deferred comp plans.
Nonqualified Excess Plan Sales Process Guide (BB10080)
This introduction piece gives an overview of how to sell an Excess plan and how our materials can facilitate that process. (Temporarily unavailable)
NQ Discussion Tracks (BB10227)
Discussion tracks to use in conversations with prospective NQ clients.